+1,980.5%
NOW vs WAT
+479.2%
+1,501.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.1% | -2.8% | -4.4% |
| 7D | -6.7% | -5.6% | -1.0% | -4.0% |
| 30D | -25.8% | +3.8% | -29.6% | -27.3% |
| 3M | -12.7% | +13.3% | -25.9% | -18.1% |
| 6M | +11.2% | +32.2% | -20.9% | -4.0% |
| YTD | -33.2% | +19.3% | -52.5% | -40.3% |
| 1Y | -41.8% | +21.8% | -63.6% | -48.7% |
| 3Y | -15.7% | +73.9% | -89.6% | -44.0% |
| 5Y | -26.0% | +32.1% | -58.1% | -42.7% |
| 10Y | +515.1% | +228.2% | +286.8% | +158.0% |
| All | +1,980.5% | +479.2% | +1,501.3% | +617.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling